Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,333 | $51,638-16.1% | $129,406-66.5% | $80,959-46.5% |
| Participation rate | 75.0% | 56.9%+18.1pp | 69.6%+5.4pp | 67.7%+7.3pp |
| Annual return | 13.73% | 20.78%-7.0pp | 9468.18%-9454.4pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,419 | $1,584+52.8% | $4,155-41.8% | $2,757-12.3% |
| Participant deferral / active EE | $3,089 | $2,670+15.7% | $4,167-25.9% | $4,300-28.2% |
| Admin fee / account holder | $486 | $4,313-88.7% | $7,689-93.7% | $6,925-93.0% |